Northwestern Mutual Wealth Management’s Waterstone Financial WSBF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12K	Buy	+666	New	+$11.8K	﹤0.01%	3002
2025 Q3	–	Sell	-1,370	Closed	-$18.9K	–	4076
2025 Q2	$18.9K	Hold	1,370	–	–	﹤0.01%	2592
2025 Q1	$18.4K	Hold	1,370	–	–	﹤0.01%	2543
2024 Q4	$18.4K	Hold	1,370	–	–	﹤0.01%	2542
2024 Q3	$20.1K	Hold	1,370	–	–	﹤0.01%	2473
2024 Q2	$17.5K	Hold	1,370	–	–	﹤0.01%	2434
2024 Q1	$16.7K	Buy	1,370 +1,096	+400%	+$13.9K	﹤0.01%	2468
2023 Q4	$3.89K	Sell	274 -4,935	-95%	-$58.3K	﹤0.01%	2932
2023 Q3	$57K	Hold	5,209	–	–	﹤0.01%	1919
2023 Q2	$75.5K	Hold	5,209	–	–	﹤0.01%	1838
2023 Q1	$78.8K	Hold	5,209	–	–	﹤0.01%	1777
2022 Q4	$89.8K	Buy	5,209 +274	+6%	+$4.59K	﹤0.01%	1697
2022 Q3	$80K	Hold	4,935	–	–	﹤0.01%	1720
2022 Q2	$84K	Hold	4,935	–	–	﹤0.01%	1714
2022 Q1	$95K	Hold	4,935	–	–	﹤0.01%	1733
2021 Q4	$108K	Hold	4,935	–	–	﹤0.01%	1680
2021 Q3	$101K	Hold	4,935	–	–	﹤0.01%	1627
2021 Q2	$97K	Hold	4,935	–	–	﹤0.01%	1614
2021 Q1	$101K	Hold	4,935	–	–	﹤0.01%	1486
2020 Q4	$93K	Hold	4,935	–	–	﹤0.01%	1430
2020 Q3	$76K	Hold	4,935	–	–	﹤0.01%	1371
2020 Q2	$73K	Hold	4,935	–	–	﹤0.01%	1334
2020 Q1	$72K	Sell	4,935 -3,775	-43%	-$64.1K	﹤0.01%	1240
2019 Q4	$166K	Sell	8,710 -10,000	-53%	-$184K	﹤0.01%	1022
2019 Q3	$321K	Buy	+18,710	New	+$316K	﹤0.01%	746
2018 Q4	–	Sell	-31,221	Closed	-$535K	–	2680
2018 Q3	$535K	Buy	+31,221	New	+$533K	﹤0.01%	551
2018 Q2	–	Sell	-684	Closed	-$12K	–	2506
2018 Q1	$12K	Buy	+684	New	+$11.9K	﹤0.01%	1714

Other funds holding WSBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northwestern Mutual Wealth Management's WSBF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Waterstone Financial (WSBF) in Q1 2026: 666 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #3002 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in WSBF as recently as Q2 2025.

Northwestern Mutual Wealth Management first reported a position in WSBF in Q1 2018 and has held it in 27 quarters since. The position peaked at $535K in Q3 2018. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

Northwestern Mutual Wealth Management held 666 shares of Waterstone Financial worth $12K as of Q1 2026.
Waterstone Financial was a new Northwestern Mutual Wealth Management position in Q1 2026.
Waterstone Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3002 holding.
Northwestern Mutual Wealth Management first reported a position in Waterstone Financial in Q1 2018 and has held it in 27 quarters since.
Northwestern Mutual Wealth Management's Waterstone Financial position peaked at $535K in Q3 2018.
123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.